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Replies posted by 12Guide_PaulB

36 Replies

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SandyDo Gooder (Partner)

asked in Finance (Financials)

IFS Cloud - P&L, Balance Sheet

Hi @Sandy, These reports are delivered by IFS as IFS Business Reports. The reports are based on accounting structures. The structures are delivered out of the box as well but you have to activate them before they can be used in the reports. Kind regards,Paul Beekmans

hrdilshanSidekick (Employee)

asked in Finance (Financials)

Manual Voucher Error -Getting completely different Account for the Error

Hi @hrdilshan,Did you perhaps use period allocation and is the account used by posting type GP2?Kind regards, Paul

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

@StephanieAJ The invoice that you show in the screen shot, does not seem to be reported in a reminder as Reminder Level is 0. After you created the reminder proposal, did you actually print the reminders? Printing the reminders will increase the value in this page to 1. When you then create a new proposal, it should generate a level 2 reminder.Kind regards, Paul

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

Hi Stephanie, On page Reminder/Interest Information Invoice per Invoice you can see for each invoice when last reminder was send and what level was used. You can also update the values manually. If needed, you can set it to a date further back in time. If you then create a new reminder proposal, it should be included for next level.Kind regards, Paul

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

Hi Stephanie,Did you check the reminder template? On Reminder Levels, you can specify Min Days to Next Reminder. If it is set to for example 20 days for level 2, this means that level 2 reminders will not be created within the first 20 days after you have created level 1 reminders.Kind regards, Paul

FrBergstenDo Gooder (Customer)

asked in Finance (Financials)

Automatically pay invoice on due date (even not authorized)

Hi @FrBergsten , On Supplier tab Invoice, you can set Automatic Payment Authorization to When Posted. This will authorize the instalments for payment when you receive/post the invoice and don't have to wait until Final Posting of the invoice. Kind regards, Paul

Rana BidaresDo Gooder (Partner)

asked in HCM (Human Capital Management, Payroll)

Publish & distribute employee survey in IFS Cloud

Hi @ADDMARIAE,I have tested and confirm that an email is sent to new participants when you click Republish button. I don't see an option to remove participants, probably because it is setup as anonymous survey.Thanks for your answers. We now know how to use it.Kind regards, Paul Beekmans

Rana BidaresDo Gooder (Partner)

asked in HCM (Human Capital Management, Payroll)

Publish & distribute employee survey in IFS Cloud

Hi @ADDMARIAE,Thanks for your reply. We went through documentation but couldn't find this requirement. Now that we have configured an action for this event, e-mails are sent when the survey is published. Do you know if it is possible to resend e-mails after the survey is published. When we click the Republish button, the event doesn't seem to be triggered.Kins regards, Paul Beekmans

furkizioDo Gooder (Customer)

asked in Finance (Financials)

Using Percentage (%) in Posting Control Specification Details

Hi,Are you sure it was possible for combination details specifications? I know it was/is possible for combination control types. But I don't think it support for combination details specifications.Kind regards, Paul Beekmans

IFSRUNINNOVALSidekick (Customer)

asked in Finance (Financials)

How to delete the supplier open balance history ?

It's a fair question why this logic is applied. I don't see a reason why system should check that only the user that created balance history is able to remove it.

BLLKaterinaOSidekick (Customer)

asked in Finance (Financials)

Using SUM (search in context) in customer offset screen on few columns

Can you try it like this?

BLLKaterinaOSidekick (Customer)

asked in Finance (Financials)

Using SUM (search in context) in customer offset screen on few columns

Hi Kate,Can you please share a screen shot of the search dialog?Kind regards, Paul Beekmans

asked in Finance (Financials)

External File Template Error

Hi Gayan,On tab Input Files, you can do right mouse button and set the controls. One column in your file must contain an indicator for the record type.Kind regards, Paul Beekmans

hrdilshanSidekick (Employee)

asked in Finance (Financials)

Customer Invoice and Series ID Changed to “CD” but still in the “Preliminary” State

Hi Dilshan, then I think this is a bug.

hrdilshanSidekick (Employee)

asked in Finance (Financials)

Customer Invoice and Series ID Changed to “CD” but still in the “Preliminary” State

Does the invoice appear in Customer Invoices with Posting Errors?

suwklkDo Gooder (Employee)

asked in Finance (Financials)

We cannot change to a different Payment Method in the Payment Order screen when the Default Payment Method is defined in Manual Supplier Invoices

Hi,Based on the error message, I think you selected it when you created the payment order. If you do, it selects payments where cash account is equal to the selected cash account (and not empty in proposal details). By selecting a cash account when you create the proposal, the cash account is updated in proposal details. If you don't select a cash account when creating the proposal, the proposal details don't have reference to a cash account. Kind regards, Paul Beekmans

hrdilshanSidekick (Employee)

asked in Finance (Financials)

Customer Invoice and Series ID Changed to “CD” but still in the “Preliminary” State

Hi,This sounds like a bug to me. If a printout is created for a preliminary invoice, a final invoice number is assigned to it (replacing series ID PR by CD), a PDF file is created for it and status is updated to Printed. When the posting can be created, status changes to PostedAuth. What I have seen before, is that update of series ID is rolled back if status cannot be updated to Printed.Did you check Customer Invoice Types? Is Preliminary Invoice Series ID set to PR and Definite Invoice Series ID set to CD?Is a PDF file created?Is a custom event enabled that might affect this process?Kind regards, Paul Beekmans

ronhuHero (Customer)

asked in Finance (Financials)

Missing Customer Invoice

@12Guide_PaulB Thank you for your reply. I realized the mandatory Pre-posting is missing in the customer order header, that might be the reason that invoice is not generated. this CO might be intersite order, and CO created automatically? Hi Ron,If posting information is missing, I would expect an invoice to be created but with posting error.If it is an inter-site order between 2 sites belonging to the same company, then an invoice will not be created.Kind regards, Paul Beekmans

ronhuHero (Customer)

asked in Finance (Financials)

Missing Customer Invoice

Hi Ron,Indeed, this looks strange for a normal customer order. If it is a normal customer order (e.g. no inter-site order and self-billing does not apply), then I don't know what the reason could be.Kind regards, Paul Beekmans

ronhuHero (Customer)

asked in Finance (Financials)

Missing Customer Invoice

Hi Ron,The easiest way to find invoices connected to a customer order is by using the command button (or right mouse button if you don't use IFS Cloud) Invoice Info. You can also use the command button Order History (or tab if you don't use IFS Cloud) to see if an invoice was created for the customer.There are some scenarios where no invoice is created. This can for example be the case when Invoice Blocked is ticked on the customer order line(s).Kind regards, Paul Beekmans

mwebersjeSidekick (Customer)

asked in Finance (Financials)

Business Reporter Data Select Sources

Hi,You don't have to wory about the check boxes in the information sources page. That will not affect if you can see the information source in BR client.Next to permission sets, other reasons why you cannot see information sources in the folders are:you haven't purchased the modules for those information sources (online document shows a list of all available information sources and module related to it) the information source is not included in the BR navigator (not likely if you haven't changed it) Kind regards, Paul Beekmans

PolashDo Gooder (Partner)

asked in Insights (Business Reporter and Analysis Models, EOI)

Business Reporter (BR) Reports Unable to open from IFS Cloud

Hi Polash,I haven't ordered reports in PDF and I don't know the cause for this error.Online documentation writes: The Convert to PDF when ordering through IFS Applications check box indicates if a IFS Business Reporter ordered via IFS Reporting should open up as PDF. If the Business Reporter Execution Server is used to process the report, then a PDF report will be entered int i the Report Archive.Do you use BR Execution Server? You can set this in BR System Parameters. And the good news is … in IFS Cloud, you can use the built-in Execution Server! Not sure if this will fix the error though ... Kind regards, Paul Beekmans

PolashDo Gooder (Partner)

asked in Insights (Business Reporter and Analysis Models, EOI)

Business Reporter (BR) Reports Unable to open from IFS Cloud

Hi Polash,To open a BR report in BR client, the Excel file must be stored in a location set as trusted location. You can select trusted location from Excel > File > Options > Trust Center > Trust Center Settings > Trusted Locations > Add New Location.In your web browser you can select the folder to download the BR reports to. I would not recommend to save all downloads from your web browser to a trusted location. I use Google Chrome and in Settings > Downloads I have selected the option that I want to select a folder when I download a file. When I order a BR report, I save it to a trusted location.Kind regards, Paul Beekmans

Sadeepa GamlathDo Gooder (Partner)

asked in Insights (Business Reporter and Analysis Models, EOI)

Send Business reporter files via schedule job

Hi Sadeepa,Yes you can. After you publish the report, you can go to Order Report page in IFS client. From there you can schedule the report.Kind regards, Paul Beekmans

asked in Finance (Financials)

Only IFSAPP user can schedule 'Update GL Vouchers'

Hi, Select Database Task in folder Database Task and Chain Grants. Then select the permission set from the list of not granting permission sets and click Grant. Kind regards, Paul Beekmans

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